Cabletron Systems (CS: NYSE) Message Board

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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: Checkmate! who wrote (3199)	3/17/1998 10:19:00 AM
From: 4finger	Read Replies (1) of 8358

I guess we are seeing this one the same way. From a risk/reward standpoint I have a hard time believing I get hurt too bad, and let's face it IF they execute there is major upside. Last time I checked that was still the object of the game. As was pointed out in a recent link CS is looking to go from 0% percent market share in a bunch of new market segments and channels to some number bigger than 0%. That's generally accretive. Whereas Cisco with 70%+ share has to defend & even cannibalise their own installed base, yet I'm supposed to pay 3-4 times the forward multiple for the pleasure of owning the stock. I'll pass and gladly own the "dog". Cheers,

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